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Internal Associate Jobs in New York (NOW HIRING)

Internal Events Associate

New York, NY · On-site

$20 - $23/hr

Scope As a member of the Employee Experience & Internal Events team, you will support the planning and execution of meetings and experiences across North America while partnering on global ...

Internal Events Associate

New York, NY · On-site

$20 - $23/hr

Scope As a member of the Employee Experience & Internal Events team, you will support the planning and execution of meetings and experiences across North America while partnering on global ...

Loan Servicing Specialist I

Bronx, NY · On-site

$49K - $50K/yr

... and internal associate inquiries regarding loan servicing, providing accurate information and resolving any loan-related issues or concerns promptly and professionally. * Execute quality control ...

... and internal associate inquiries regarding loan servicing, providing accurate information and resolving any loan-related issues or concerns promptly and professionally. * Execute quality control ...

Showing results 21-40

Internal Associate information

What is an internal associate?

Internal Associates are professionals who typically work within financial services firms, such as asset management or investment companies, supporting sales and client relations teams. Their main responsibilities include assisting external sales representatives, managing client accounts, preparing presentations, and providing product information to clients and advisors. Internal Associates often serve as a key point of contact for clients, helping to address inquiries and ensure smooth communication between clients and the firm. This role is a common entry point for those looking to build a career in sales or relationship management within the financial industry.

How does an internal associate typically collaborate with financial advisors and other team members?

Internal Associates frequently work closely with financial advisors, providing them with product information, sales support, and training on new offerings. They also liaise with external wholesalers, marketing teams, and client service representatives to ensure a seamless flow of information and coordinated support. Strong communication skills and a team-oriented mindset are essential, as collaboration drives both client satisfaction and business growth. Regular meetings and shared goals help keep everyone aligned on priorities and performance metrics.

What are the key skills and qualifications needed to thrive as an internal associate, and why are they important?

To thrive as an Internal Associate, you need a solid understanding of financial products, investment concepts, and client service, often supported by a bachelor's degree in finance or related fields. Familiarity with CRM systems, financial planning software, and securities licenses such as Series 7 and 63 are typically required. Strong communication, organizational, and relationship-building skills help Internal Associates excel in supporting external sales teams and interacting with clients. These competencies are crucial for ensuring effective client engagement, accurate information delivery, and seamless collaboration with both internal teams and external partners.

What is the difference between Internal Associate vs Financial Analyst?

AspectInternal AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant internshipsBachelor's degree in finance, accounting, or related field; CFA or CPA often preferred
Work EnvironmentCorporate offices, internal teamsFinancial institutions, consulting firms, corporate finance departments
Employer & Industry UsageBanking, consulting, corporate sectorsInvestment banks, asset management, corporate finance
Common Search & ComparisonYesYes

Internal Associates typically focus on supporting internal teams within corporations, handling administrative and operational tasks. Financial Analysts analyze financial data, prepare reports, and support investment or business decisions. While both roles require a finance-related degree, Financial Analysts often pursue certifications like CFA or CPA and work more directly with financial data and analysis. Understanding these differences helps job seekers identify the right career path based on their skills and interests.

Is it okay to apply for an internal associate job?

Applying for an internal associate position is generally appropriate if you meet the job requirements and have relevant skills such as communication, organization, and familiarity with company procedures. Internal roles often favor candidates with prior experience within the organization or related industry knowledge. It is important to review the specific qualifications and application instructions provided by the employer.

What are the most commonly searched types of Internal jobs in New York?

The most popular types of Internal jobs in New York are:

What are popular job titles related to Internal Associate jobs in New York?

For Internal Associate jobs in New York, the most frequently searched job titles are:

What job categories do people searching Internal Associate jobs in New York look for?

The top searched job categories for Internal Associate jobs in New York are:

What cities in New York are hiring for Internal Associate jobs?

Cities in New York with the most Internal Associate job openings:

Professional Development Coordinator

Milbank LLP

New York, NY • On-site

$65K - $75K/yr

Full-time

Re-posted 10 days ago


Job description

Overview

The Professional Development Coordinator will be a key member of the Firm's Global Professional Development team. Reporting to the Senior Professional Development Manager, the position will support the coordination, execution, and participant experience of the firm's Milbank@Harvard program, the U.S. first-year and lateral mentoring programs, and the professional development programs for global business services professionals. This role requires exceptional organization, strong attention to detail, polished client service, and the ability to support and host high-quality learning and development programs.

Responsibilities

Reporting to and working closely with the Senior Manager of Professional Development and other colleagues, the Professional Development Coordinator's responsibilities include:

  • Provide day-to-day coordination and logistical execution for Milbank@Harvard, Learning@Milbank (business services learning), and U.S. mentoring programs, including managing participant rosters, distributing materials, and coordinating communications.
  • Serve as a secondary point of contact for Milbank@Harvard logistics; attend programs and act as a program host alongside other team members, helping ensure programs run smoothly, participants feel supported, materials are prepared, and issues are addressed promptly and professionally.
  • Coordinate internal communications, including updating the intranet and internal calendars.
  • Research and write content on professional development topics and resources for the internal blog, under the supervision of the Director and Senior Manager.
  • Coordinate external vendor contracts and invoices under the supervision of the Director and Senior Manager.
  • Draft, proofread, format, and distribute polished program communications, reminders, surveys, and updates under the direction of the Director and Senior Manager.
  • Organize and attend internal associate focus groups, compile and analyze feedback, and recommend program improvements.
  • Schedule and coordinate logistics for training programs, including booking conference rooms, arranging technical needs and catering, tracking attendance, preparing materials, greeting participants, and troubleshooting day-of-program needs.
  • Process CLE credits in the tracking system and maintain accurate, organized online program files.
  • Manage learning subscriptions for e-learning platforms.
  • Maintain accurate trackers, timelines, rosters, attendance records, program files, and follow-up lists to ensure program details are current, complete, and easy to access.
  • Support mentoring programs by managing regular communications, such as monthly program updates and periodic surveys.

Compensation: -The anticipated base salary range offered for this role will be between $65,000 - 75,000 and represents the firm's good faith and reasonable estimate of the range of possible base compensation. Actual base compensation will be dependent upon several factors, including but not limited to the candidate's relevant experience, performance, qualifications, degrees, and location, well as the needs of the firm.

Qualifications
  • Strong attention to detail and organizational skills.
  • A client-service mindset including responsiveness, professionalism, discretion, and follow-through.
  • Strong oral and written communication skills, including the ability to draft and proofread polished program communications and department newsletters.
  • Ability to prioritize and manage multiple complex projects simultaneously.
  • Strong technology skills (Word, Excel, and PowerPoint) Knowledge of viLMS a plus.
  • Confidence supporting live programs and events, including welcoming participants, troubleshooting logistics, and representing the team professionally.
  • Sound judgment, flexibility, and a calm, solutions-oriented approach when handling last-minute changes or competing priorities.
  • Availability to work overtime as needed and willingness to travel to Harvard University for several days, up to five times a year (all reasonable expenses paid).
  • A successful candidate will be able to:
  • Confidently interact with colleagues and stakeholders at all levels of the organization.
    • Effectively prioritize to permit management of multiple simultaneous, complex projects.
    • Have strong attention to detail and a client-service mindset.
Employment Type: OTHER